Keep the AI productivity your people already have. Restore the visibility, control, and evidence your regulators, board, and clients expect.
Your Teams Are Already Using AI on Sensitive Data
In most regulated organizations, generative AI arrived from the bottom up. Employees use ChatGPT, Claude, Gemini, Copilot, and AI features built into everyday applications, often on contracts, client files, financial records, patient information, and intellectual property. The productivity is real. So is the exposure. In many firms, no one can say with confidence which data is reaching which model, under whose permissions, at what cost, or with what record of what was asked and answered.
Why This Matters Now
- Existing IT disciplines do not carry over automatically. Identity, permissions, data classification, retention, and audit were built for systems of record, not for AI tools. AI tools deliver a strong user experience but do not extend those controls on their own.
- AI spend is becoming hard to predict. As usage and agent-driven workflows grow, so does consumption-based cost.
- Single-provider dependence creates continuity and lock-in risk. Most firms standardize on one model and one set of tools, and switching later is costly.
- Governance expectations are rising. Frameworks such as the NIST AI Risk Management Framework and the EU AI Act are raising expectations for documented, demonstrable AI governance.
- Banning AI rarely works. Restriction tends to push usage out of sight rather than stop it.
Our Approach: Assess, Design, Enable
G2 Strategic Advisory Services (G2SAS) helps IT and business leaders keep the AI tools and models they have chosen while adding the visibility, control, and evidence their organization needs. This approach complements your existing technology stack and does not require replacing it.
1. AI Use & Exposure Assessment
We combine a structured survey with interviews across IT, security, compliance, and business leadership. Together they establish:
- which AI tools are in use;
- what data they touch;
- how permissions and policies apply, or fail to apply;
- where spend is going;
- where current controls leave gaps.
2. Findings & Governed AI Blueprint
You receive a clear report covering your AI maturity, an exposure map, and a prioritized set of two to four practical use cases. Typical candidates include:
- policy and procedure self-service;
- resolving business application exceptions without manual searching across systems;
- first-draft generation;
- locating internal expertise and tacit knowledge.
We also outline a target architecture for a governed AI layer that sits alongside the models and tools you have adopted. That layer:
- enforces your existing permissions;
- keeps sensitive data where it resides wherever feasible;
- routes work to the most cost-effective capable model;
- grounds answers in citations to your own sources;
- keeps a record of what was asked, answered, and checked.
Technology options are evaluated against your requirements.
3. Pilot & Enablement
We help you run a focused pilot on a priority use case, with success criteria and business KPIs agreed before it begins. We then support adoption so the gains last. Optional support agreements of 3, 6, or 12 months include:
- Level 1 support through a help desk or a G2SAS assistant deployed within your approved AI platform, providing help, coaching, and work assistance for all users.
- Level 2 support through a help desk, Slack, or Teams, plus scheduled sessions.
- Training, online and in person, where the assessment identifies knowledge gaps.
Who This Is For
This service is designed for organizations of roughly 100 to 1,000 employees in highly regulated industries, research firms, and consulting firms that handle sensitive information. Relevant industries include financial services, insurance, healthcare, legal and professional services, and manufacturers protecting confidential IP.
Engagements are typically sponsored by the CIO, VP of IT, or Director of IT, with participation from security, compliance, and business leaders. The service is not a fit for organizations that do not handle sensitive data or have no defined workflow they want to improve.
What You Can Expect
| Outcome | Description |
|---|---|
| Visibility | A factual picture of how AI is used across the organization and on which data. |
| Control without friction | Existing permissions and policies extended to AI, without taking away the tools people rely on. |
| Evidence | A defensible record for your board, auditors, regulators, and clients. |
| Cost predictability | A plan to keep AI spend aligned with business value. |
| Choice | An architecture that reduces dependence on any single model provider. |
| Adoption that lasts | Use cases tied to measurable business outcomes, supported through rollout. |
How We Work with Technology Partners
G2SAS works with a small number of innovators building governed AI and data protection software. Our recommendations are based on your requirements, and we disclose any commercial relationship relevant to a recommendation we make.
Frequently Asked Questions
Do we have to replace the AI tools our employees already use?
No. The objective is to add visibility and control around the tools and models you have chosen.
Is this an AI restriction program?
No. The goal is to keep productivity while making AI use visible, governed, and auditable.
Will our data stay inside our environment?
That depends on the architecture you choose. We design for data to remain where it resides wherever feasible, and we document clearly where it does not, so you make that choice deliberately.
Does G2SAS sell software?
G2SAS is an advisory firm. Where software is part of the answer, we help you evaluate options and implement them with qualified partners.
About G2SAS
G2 Strategic Advisory Services is an operator-led advisory firm founded by Dave Govan. Dave is a six-time Chief Revenue Officer, the author of Crisis in the Enterprise, and holds the Harvard Data Science Review AI Governance certificate. G2SAS helps B2B organizations align strategy, revenue execution, and responsible AI adoption.